About Element Solutions Inc. Common Stock Company overview from Wikipedia

Element Solutions Inc is an American specialty chemicals production corporation listed on the New York Stock Exchange.

History

The corporation was founded in 2013 by Martin E. Franklin, with financial backing from Bill Ackman.

In July, 2018, United Phosphorus Limited announced the acquisition of Arysta Life Sciences, the Crop business of Platform Specialty Chemicals for a total sum of $4.2 billion, with the latter exiting the crop business entirely. In 2019, the company changed its name to Element Solutions Inc. from Platform Specialty Chemicals. It is now listed as ESI on the New York Stock Exchange.

In March 2025, Element Solutions was added to the S&P SmallCap 600 Index.

Operations

Element Solutions manufactures and supplies specialty chemicals for a broad range of solutions, including mobile phones, consumer electronics, communication infrastructure, automobile, industrial surface finishing, consumer packaging and offshore oil production and drilling.

Element Solutions operates in two segments: Electronics and Industrial & Specialty.

The Electronics segment researches, formulates and sells specialty chemicals and material process technologies for all types of electronics hardware, including complex printed circuit board designs and advanced semiconductor packaging. The Company’s wet chemistries for metallization, surface treatments and solderable finishes are leveraged in the electronics manufacturing process in mobile communications, computers, automobiles and aerospace equipment.

The Industrial & Specialty segment researches, formulates and sells specialty chemicals and material process technologies that enhance surfaces or improve industrial processes. The products include chemical systems that protect and decorate metal and plastic surfaces, and chemistries used in water-based hydraulic control fluids for offshore energy productions.

The Company owns a number of subsidiaries, which go to market under different brands, including MacDermid Enthone, MacDermid Offshore Solutions, MacDermid Alpha Electronics Solutions, Compugraphics, Fernox, Electrolube and Kester.

Element Solutions has 63 manufacturing and R&D sites in 18 countries.

List of Transactions

Element Solutions has completed a number of transactions during its history, having purchased several specialty chemicals companies from 2013 through 2025:

MacDermid Incorporated in October 2013

the electronic chemicals and photomasks businesses of OM Group Inc. in October 2015

Alent plc in December 2015

Kester, a provider of solder and related products in December 2019

DMP Corporation, a provider of turnkey wastewater treatment and recycle and reuse solutions in August 2020

Coventya, a global provider of specialty chemicals for the surface finishing industry in September 2021

HK Wentworth Limited, a manufacturer of electro-chemicals for the electronics, LED, automotive and industrial manufacturing industries based in the United Kingdom in May 2021

HSO Herbert Schmidt GmbH, a developer of surface finishing technology and chemistry headquartered in Solingen, Germany in January 2022

Kuprion, a developer of next-generation nano-copper technology to the semiconductor, circuit board and electronics assembly markets, in July 2023

During a July 2024 interview on Bloomberg TV, Element Solutions’ Chief Executive Officer Benjamin Gliklich said there is “an opportunity for incremental M&A” to build out its advanced electronics business and wants to fund future M&A opportunities through cash flows.

On February 28, 2025, Element Solutions sold its flexographic printing plate business, MacDermid Graphics Solutions, for $323 million.

On July 6 2026, Element solutions was acquired by Solstice Advanced Materials for $14.5 Billion.

== References ==

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

ESI Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price

$36.37

Market Cap

$9.84B

P/E (TTM)

46.2

EPS (TTM)

$0.79

Revenue (TTM)

$2.55B

Div Yield

0.79%

ROE

7.5%

Debt/Equity

—

52W Range

$23 – $49

ESI Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $2.55B

2016-12-31 → 2025-12-31

EPS $0.79

2016-12-31 → 2025-12-31

Free Cash Flow $228M

2016-12-31 → 2025-12-31

Margins 7.5%

2016-12-31 → 2025-12-31

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric

5Y trend

ESI

Peer Median

P/E (TTM)

46.2

23.0

P/S (TTM)

3.9

2.4

P/B

3.7

2.6

Price / FCF

43.2

—

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric

5Y trend

ESI

Peer Median

Gross Margin

42.0%

39.0%

Operating Margin

13.4%

—

Net Profit Margin

7.5%

8.3%

ROA

3.8%

5.2%

ROE

7.5%

13.5%

ROIC

9.2%

—

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric

5Y trend

ESI

Peer Median

Current Ratio

3.7

1.8

Quick Ratio

2.7

—

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric

5Y trend

ESI

Peer Median

Revenue YoY

3.8%

—

Revenue CAGR 3Y

0.02%

—

Revenue CAGR 5Y

6.6%

—

EPS YoY

-21.8%

—

Net Income YoY

-21.9%

—

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric

5Y trend

ESI

Peer Median

EPS (Diluted)

$0.79

—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric

5Y trend

ESI

Peer Median

Payout Ratio

40.8%

—

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield

0.79%

Payout Ratio

40.8%

5Y Div CAGR

—

Ex-date	Amount
June 1, 2026	$0.0800
March 2, 2026	$0.0800
Dec. 1, 2025	$0.0800
Sept. 2, 2025	$0.0800
June 2, 2025	$0.0800
March 3, 2025	$0.0800
Dec. 2, 2024	$0.0800
Aug. 30, 2024	$0.0800
May 31, 2024	$0.0800
Feb. 29, 2024	$0.0800
Nov. 30, 2023	$0.0800
Aug. 31, 2023	$0.0800
May 31, 2023	$0.0800
Feb. 28, 2023	$0.0800
Nov. 30, 2022	$0.0800
Aug. 31, 2022	$0.0800
May 31, 2022	$0.0800
Feb. 28, 2022	$0.0800
Nov. 30, 2021	$0.0800
Aug. 31, 2021	$0.0600

ESI Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 14 analysts

Strong Buy 2 14.3%
Buy 9 64.3%
Hold 3 21.4%
Sell 0 0.0%
Strong Sell 0 0.0%

12-Month Price Target

8 analysts · 2026-08-17

Median $47.50

Mean $46.75

← Below all targets $36.37

Low $42.00

High $50.00

Median target $47.50 +30.6%

Mean target $46.75 +28.5%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise

0.02%

Period	EPS Actual	EPS Est	Surprise
June 30, 2026	$0.47	$0.44	0.03%
March 31, 2026	$0.41	$0.39	0.02%
Dec. 31, 2025	$0.37	$0.36	0.01%
Sept. 30, 2025	$0.41	$0.40	0.01%
June 30, 2025	$0.37	$0.36	0.01%
March 31, 2025	$0.34	$0.33	0.01%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker	Market Cap	P/E	Rev YoY	Net Margin	ROE	Gross Margin
ESI	$6.74B	31.6	3.8%	7.5%	7.5%	42.0%
IFF	$17.23B	-47.8	-5.2%	-3.3%	-2.6%	36.2%
DD	—	-21.6	1.9%	-11.4%	-4.2%	—
ALB	—	-24.6	-4.4%	—	—	—
RPM	$13.53B	20.5	6.7%	8.4%	21.3%	41.4%
SOLS	$7.71B	32.6	3.1%	6.1%	10.2%	—
NEU	$6.46B	15.5	-2.2%	15.4%	24.7%	31.5%
EMN	$14.29B	15.6	-6.7%	5.4%	8.1%	21.1%
BCPC	$4.92B	32.3	8.8%	14.9%	12.3%	35.7%
SXT	—	29.7	3.5%	8.3%	11.4%	—
PRM	$4.11B	-20.1	16.4%	-31.6%	-17.8%	57.5%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 16

Annual Income Statement data for ESI
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue	$2.55B	$2.46B	$2.33B	$2.55B	$2.40B	$1.85B	$1.84B	$1.96B	$1.88B	$1.77B	$2.54B	$843M
Cost of Revenue	$1.48B	$1.42B	$1.41B	$1.60B	$1.44B	$1.07B	$1.05B	$1.12B	$1.06B	$993M	$1.55B	$447M
Gross Profit	$1.07B	$1.04B	$918M	$953M	$961M	$786M	$788M	$838M	$814M	$777M	$992M	$397M
R&D Expense	$68M	$63M	$68M	$49M	$50M	$49M	$42M	$44M	$46M	$45M	$63M	$26M
SG&A Expense	$661M	$629M	$597M	$579M	$611M	$505M	$497M	$545M	$567M	$596M	$858M	$361M
Operating Expenses	$728M	$692M	$745M	$627M	$661M	$553M	$539M	$589M	$614M	$688M	$920M	$387M
Operating Income	$342M	$344M	$174M	$325M	$300M	$233M	$249M	$248M	$200M	$89M	$72M	$10M
Other Non-op	$-47M	$-25M	$-3M	$3M	$-10M	$-52M	$-46M	$15M	$-70M	$86M	$-44M	$-200.0K
Pretax Income	$266M	$288M	$129M	$272M	$252M	$81M	$141M	$-53M	$-260M	$-232M	$-229M	$-31M
Income Tax	$75M	$45M	$13M	$86M	$48M	$4M	$61M	$24M	$-69M	$-41M	$75M	$-7M
Net Income	$191M	$244M	$118M	$187M	$204M	$76M	$93M	$-320M	$-296M	$-74M	$-309M	$-30M
EPS (Basic)	$0.79	$1.01	$0.49	$0.76	$0.82	$0.30	$0.36	$-1.13	$-1.04	$-0.17	$-1.52	$-1.94
EPS (Diluted)	$0.79	$1.01	$0.49	$0.76	$0.82	$0.30	$0.35	$-1.13	$-1.04	$-0.65	$-1.52	$-1.94
Shares (Basic)	242,000,000	242,100,000	241,400,000	245,100,000	247,400,000	248,800,000	257,600,000	288,200,000	286,100,000	243,300,000	203,200,000	135,300,000
Shares (Diluted)	242,400,000	242,600,000	241,800,000	245,800,000	247,900,000	249,900,000	260,100,000	288,200,000	286,100,000	272,300,000	203,200,000	135,300,000
EBITDA	$493M	$502M	$340M	$487M	$464M	$394M	$404M	$405M	$576M	$596M	·	$300M

Balance Sheet 30

Annual Balance Sheet data for ESI
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	$626M	$359M	$289M	$266M	$330M	$292M	$190M	$234M	$258M	$423M	$432M	$397M
Receivables	$518M	$440M	$462M	$456M	$492M	$403M	$364M	$382M	$400M	$1.05B	$1.02B	$327M
Inventory	$295M	$246M	$299M	$291M	$274M	$203M	$200M	$188M	$186M	$416M	$485M	$206M
Prepaid Expense	$28M	$23M	$32M	$38M	$29M	$24M	$18M	$14M	$20M	$71M	$72M	$46M
Other Current Assets	$115M	$137M	$115M	$138M	$88M	$68M	$50M	$42M	$44M	$106M	$101M	$32M
Current Assets	$1.58B	$1.27B	$1.20B	$1.19B	$1.21B	$990M	$833M	$2.48B	$2.34B	$2.07B	$2.24B	$1.58B
PP&E (Net)	$320M	$277M	$297M	$277M	$278M	$240M	$265M	$267M	$287M	$460M	$492M	$179M
PP&E (Gross)	$704M	$597M	$621M	$566M	$545M	$461M	$418M	$391M	$377M	$581M	$561M	$200M
Accum. Depreciation	$385M	$320M	$324M	$289M	$267M	$220M	$153M	$124M	$90M	$120M	$64M	$21M
Goodwill	$2.24B	$2.13B	$2.34B	$2.41B	$2.53B	$2.25B	$2.18B	$2.18B	$2.25B	$2.13B	$4.02B	$1.41B
Intangibles	$657M	$732M	$879M	$806M	$957M	$856M	$944M	$1.02B	$1.16B	$3.23B	$3.31B	$1.34B
Other Non-current Assets	$125M	$141M	$143M	$168M	$81M	$64M	$96M	$33M	$42M	$110M	$125M	$45M
Total Assets	$5.10B	$4.87B	$4.97B	$4.90B	$5.14B	$4.48B	$4.32B	$9.40B	$10.25B	$10.05B	$10.19B	$4.55B
Accounts Payable	$166M	$121M	$141M	$132M	$138M	$96M	$97M	$101M	$111M	$384M	$450M	$107M
Short-term Debt	·	·	·	·	·	·	·	·	·	·	$17M	$0
Current Liabilities	$430M	$380M	$369M	$344M	$415M	$314M	$294M	$1.14B	$1.09B	$1.08B	$1.06B	$241M
Capital Leases	$70M	$66M	$78M	$71M	$42M	$40M	$46M	·	·	·	·	·
Deferred Tax	$93M	$94M	$109M	$121M	$140M	$113M	$120M	$133M	$170M	$663M	$679M	$202M
Other Non-current Liabilities	$241M	$153M	$202M	$168M	$152M	$187M	$128M	$128M	$86M	$146M	$205M	$57M
Total Liabilities	$2.41B	$2.48B	$2.63B	$2.55B	$2.64B	$2.17B	$2.11B	$7.22B	$7.39B	$7.16B	$7.27B	$1.99B
Long-term Debt	$1.64B	$1.84B	$1.95B	$1.91B	$1.93B	$1.54B	$1.54B	$5.40B	$5.51B	$5.24B	$5.33B	$1.42B
Total Debt	·	·	·	·	·	·	·	·	·	$116M	$5.25B	$1.42B
Common Stock	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$2M	$2M
Paid-in Capital	$4.28B	$4.21B	$4.20B	$4.19B	$4.17B	$4.12B	$4.11B	$4.06B	$4.03B	$3.98B	$3.52B	$2.81B
Retained Earnings	$-905M	$-1.02B	$-1.18B	$-1.22B	$-1.33B	$-1.47B	$-1.54B	$-1.20B	$-870M	$-574M	$-533M	$-224M
Treasury Stock	$394M	$350M	$342M	$334M	$159M	$138M	$79M	$4M	$100.0K	$0	·	·
AOCI	$-309M	$-467M	$-346M	$-298M	$-197M	$-195M	$-280M	$-757M	$-422M	$-674M	$-886M	$-131M
Stockholders' Equity	$2.67B	$2.38B	$2.33B	$2.33B	$2.48B	$2.32B	$2.22B	$2.11B	$2.74B	$2.74B	$2.10B	$2.46B
Liabilities + Equity	$5.10B	$4.87B	$4.97B	$4.90B	$5.14B	$4.48B	$4.32B	$9.40B	$10.25B	$10.05B	$10.19B	$4.55B
Shares Outstanding	269,596,952	267,154,474	266,179,100	265,062,533	261,937,509	261,330,127	258,428,333	·	·	284,221,168	229,464,157	182,066,980

Cash Flow 19

Annual Cash Flow data for ESI
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
D&A	$151M	$158M	$167M	$161M	$164M	$161M	$155M	$157M	$156M	$156M	$251M	$88M
Stock-based Comp	$59M	$15M	$9M	$18M	$40M	$6M	$12M	$15M	·	·	·	·
Deferred Tax	$-13M	$-39M	$-70M	$15M	$-47M	$-53M	$-3M	$-55M	$-134M	$-42M	$-46M	$-43M
Amort. of Intangibles	$110M	$118M	$124M	$120M	$124M	$119M	$113M	$112M	$110M	$109M	$202M	$67M
Restructuring	·	·	·	·	·	·	·	·	·	·	·	$3M
Other Non-cash	$-99M	$-15M	$109M	$-86M	$-35M	$86M	·	$222M	$251M	$-26M	·	·
Operating Cash Flow	$290M	$362M	$334M	$296M	$326M	$276M	$171M	$-800.0K	$-34M	$-38M	$321M	$98M
CapEx	$62M	$68M	$53M	$48M	$46M	$29M	$30M	$28M	$31M	$33M	$48M	$18M
Investing Cash Flow	$286M	$-74M	$-250M	$-75M	$-569M	$-40M	·	·	$-93M	$-75M	$-4.26B	$-1.98B
Debt Issued	$0	$1.04B	$1.30B	$0	$398M	$800M	$1.49B	$0	$4.14B	·	·	·
Net Debt Issued	$0	$1.04B	$1.30B	$0	$398M	$800M	$1.49B	·	·	·	·	·
Stock Issued	·	·	·	·	·	·	·	$1M	$1M	$392M	$470M	$1.51B
Stock Repurchased	$25M	$0	$0	$151M	$20M	$56M	$507M	$0	$0	·	·	·
Net Stock Activity	$-25M	$0	$0	$-151M	$-20M	$-56M	$-507M	$1M	$1M	$392M	·	·
Dividends Paid	$78M	$78M	$77M	$78M	$62M	$12M	$0	$0	·	·	·	·
Financing Cash Flow	$-320M	$-207M	$-59M	$-276M	$290M	$-124M	·	·	$-67M	$-102M	$4.00B	$2.17B
Net Change in Cash	$267M	$70M	$24M	$-64M	$38M	$102M	$-225M	$-68M	$60M	$-9M	$35M	$274M
Taxes Paid	$99M	·	·	·	·	·	·	·	·	·	·	·
Free Cash Flow	$228M	$294M	$281M	$248M	$280M	$247M	$141M	$-29M	$123M	$128M	·	·

Profitability 8

Annual Profitability data for ESI
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Gross Margin	42.0%	42.1%	39.4%	37.4%	40.0%	42.4%	42.9%	42.7%	42.1%	42.0%	·	·
Operating Margin	13.4%	14.0%	7.4%	12.8%	12.5%	12.6%	13.6%	12.7%	5.9%	7.1%	·	25.2%
Net Margin	7.5%	9.9%	5.1%	7.4%	8.5%	4.1%	·	-16.5%	-7.8%	-2.1%	·	·
Pretax Margin	10.4%	11.7%	5.5%	10.7%	10.5%	4.4%	7.7%	-2.7%	-7.6%	-1.3%	·	·
EBITDA Margin	19.3%	20.4%	14.6%	19.1%	19.3%	21.3%	22.0%	20.7%	15.2%	16.6%	·	35.6%
ROA	3.8%	5.0%	2.4%	3.7%	4.2%	1.7%	·	-3.3%	-2.9%	-0.73%	·	·
ROE	7.5%	10.4%	5.1%	7.8%	8.5%	3.3%	·	-13.4%	-10.8%	-3.0%	·	·
ROIC	9.2%	12.2%	6.7%	9.6%	9.8%	9.5%	6.3%	17.1%	8.2%	14.2%	·	·

Liquidity & Solvency 4

Annual Liquidity & Solvency data for ESI
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio	3.7	3.3	3.2	3.5	2.9	3.1	2.8	2.2	2.1	1.9	2.1	6.5
Quick Ratio	2.7	2.1	2.0	2.1	2.0	2.2	1.9	0.5	1.5	1.4	1.4	3.0
Debt / Equity	·	·	·	·	·	·	·	·	·	0.0	2.5	0.6
LT Debt / Equity	·	·	·	·	·	·	·	·	·	·	2.5	0.6

Efficiency 3

Annual Efficiency data for ESI
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover	0.5	0.5	0.5	0.5	0.5	0.4	0.3	0.2	0.4	0.4	·	0.2
Inventory Turnover	5.5	5.2	4.8	5.7	6.0	5.3	5.4	6.0	4.8	4.6	·	·
Receivables Turnover	5.3	5.5	5.1	5.4	5.4	4.8	4.9	5.0	3.4	3.5	·	3.6

Per Share 7

Annual Per Share data for ESI
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Book Value / Share	$9.92	$8.92	$8.75	$8.80	·	·	·	·	·	$9.63	$9.17	$13.51
Revenue / Share	$10.52	$10.13	$9.65	$10.37	$9.68	$7.42	$7.06	$6.80	$13.20	$13.17	·	$6232.08
Cash Flow / Share	$1.20	$1.49	$1.38	$1.20	$1.31	$1.10	$0.66	$-0.00	$0.64	$0.68	·	·
Cash / Share	$2.32	$1.35	$1.09	$1.00	·	·	·	·	·	$1.49	$1.88	$2.18
Dividend / Share	$0	$0	$0	$0	$0	$0	·	$23	·	·	·	$23
Dividend Paid / Share	·	·	·	·	·	·	·	$0	$0	$0	$0	$0
EPS (TTM)	$0.79	$1.01	$0.49	$0.76	$0.82	$0.30	$0.35	$-1.13	$-1.04	$-0.65	$-1.52	$-1.94

Growth Rates 10

Annual Growth Rates data for ESI
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	3.8%	5.3%	-8.5%	6.2%	29.5%	·	·	·	·	·	·	·
Revenue CAGR 3Y	0.02%	0.79%	8.0%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	6.6%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	-21.8%	106.1%	-35.5%	-7.3%	173.3%	·	·	·	·	·	·	·
EPS CAGR 3Y	1.3%	7.2%	17.8%	·	·	·	·	·	·	·	·	·
EPS CAGR 5Y	21.4%	·	·	·	·	·	·	·	·	·	·	·
Net Income YoY	-21.9%	106.8%	-36.9%	-8.1%	169.1%	·	·	·	·	·	·	·
Net Income CAGR 3Y	0.64%	6.2%	16.0%	·	·	·	·	·	·	·	·	·
Net Income CAGR 5Y	20.3%	·	·	·	·	·	·	·	·	·	·	·
Dividend CAGR 5Y	44.4%	·	·	·	·	·	·	·	·	·	·	·

Valuation (TTM) 16

Annual Valuation (TTM) data for ESI
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$2.55B	$2.46B	$2.33B	$2.55B	$2.40B	$1.85B	$1.84B	$1.96B	$1.88B	$1.77B	$2.54B	$843M
Net Income TTM	$191M	$244M	$118M	$187M	$204M	$76M	$93M	$-320M	$-296M	$-74M	$-309M	$-30M
Market Cap	$6.74B	$6.79B	$6.16B	$4.82B	·	·	·	·	·	$2.79B	$2.94B	$4.23B
Enterprise Value	·	·	·	·	·	·	·	·	·	$2.48B	$7.76B	$5.25B
P/E	31.6	25.2	47.2	23.9	29.6	59.1	33.4	-9.1	-9.5	-15.1	-8.4	-12.0
P/S	2.6	2.8	2.6	1.9	·	·	·	·	·	1.6	1.2	5.0
P/B	2.5	2.9	2.6	2.1	·	·	·	·	·	1.0	1.4	1.7
P / Cash Flow	23.2	18.8	18.5	16.3	·	·	·	·	·	15.1	·	·
P / FCF	29.6	23.1	21.9	19.4	·	·	·	·	·	21.7	·	·
EV / EBITDA	·	·	·	·	·	·	·	·	·	4.2	·	17.5
EV / FCF	·	·	·	·	·	·	·	·	·	19.3	·	·
EV / Revenue	·	·	·	·	·	·	·	·	·	1.4	3.1	6.2
Dividend Yield	1.1%	1.1%	1.3%	1.6%	·	·	·	·	·	·	·	·
Earnings Yield	3.2%	4.0%	2.1%	4.2%	3.4%	1.7%	3.0%	-10.9%	-10.5%	-6.6%	-11.8%	-8.3%
Payout Ratio	40.8%	32.0%	65.5%	41.7%	30.4%	16.4%	·	·	·	·	·	·
Annual Payout	$78M	$78M	$77M	$78M	$62M	$12M	$0	$0	·	·	·	·

Income Statement 16

Quarterly Income Statement data for ESI
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue	$978M	$840M	$676M	$656M	$625M	$594M	$624M	$645M	$613M	$575M	$573M	$599M	$586M	$574M	$574M	$618M
Cost of Revenue	$644M	$517M	$400M	$379M	$359M	$343M	$368M	$378M	$346M	$330M	$353M	$357M	$358M	$347M	$356M	$397M
Gross Profit	$334M	$323M	$277M	$277M	$266M	$250M	$256M	$268M	$267M	$245M	$220M	$242M	$228M	$228M	$218M	$222M
R&D Expense	$20M	$20M	$17M	$18M	$16M	$16M	$14M	$15M	$16M	$18M	$14M	$13M	$29M	$12M	$11M	$11M
SG&A Expense	$201M	$191M	$190M	$158M	$156M	$157M	$167M	$158M	$155M	$149M	$151M	$150M	$147M	$149M	$147M	$131M
Operating Expenses	$220M	$211M	$207M	$176M	$172M	$173M	$181M	$172M	$171M	$167M	$165M	$243M	$176M	$161M	$158M	$143M
Operating Income	$114M	$111M	$70M	$101M	$94M	$77M	$75M	$95M	$96M	$78M	$56M	$-900.0K	$53M	$66M	$60M	$79M
Other Non-op	$11M	$-6M	$-24M	$-14M	$4M	$-13M	$5M	$-15M	$-13M	$-2M	$-5M	$3M	$-2M	$300.0K	$-2M	$2M
Pretax Income	$107M	$83M	$31M	$56M	$63M	$116M	$67M	$77M	$74M	$70M	$38M	$-16M	$48M	$60M	$38M	$70M
Income Tax	$30M	$27M	$25M	$16M	$16M	$18M	$12M	$37M	$-18M	$14M	$-40M	$15M	$21M	$17M	$25M	$16M
Net Income	$77M	$56M	$6M	$39M	$47M	$98M	$55M	$40M	$93M	$56M	$77M	$-32M	$30M	$43M	$12M	$53M
EPS (Basic)	$0.32	$0.23	$0.03	$0.16	$0.20	$0.40	$0.22	$0.17	$0.39	$0.23	$0.32	$-0.13	$0.12	$0.18	$0.05	$0.22
EPS (Diluted)	$0.32	$0.23	$0.03	$0.16	$0.20	$0.40	$0.22	$0.17	$0.39	$0.23	$0.32	$-0.13	$0.12	$0.18	$0.05	$0.22
Shares (Basic)	243,600,000	243,200,000	-483,900,000	241,600,000	241,900,000	242,400,000	-483,900,000	242,100,000	242,100,000	241,800,000	-482,600,000	241,500,000	241,400,000	241,100,000	-494,000,000	244,700,000
Shares (Diluted)	243,900,000	243,700,000	-484,800,000	242,000,000	242,200,000	243,000,000	-485,000,000	242,600,000	242,500,000	242,500,000	-483,200,000	241,500,000	241,700,000	241,800,000	-495,900,000	245,000,000
EBITDA	$114M	$154M	·	$101M	$94M	$115M	·	$95M	$96M	$118M	·	$-900.0K	$53M	$106M	·	$79M

Balance Sheet 28

Quarterly Balance Sheet data for ESI
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Cash & Equivalents	$190M	$177M	$626M	$594M	$530M	$499M	$359M	$376M	$309M	$286M	·	$330M	$282M	$279M	·	$234M
Receivables	$711M	$677M	$518M	$502M	$497M	$455M	$440M	$475M	$481M	$459M	·	$450M	$452M	$461M	·	$468M
Inventory	$418M	$422M	$295M	$291M	$284M	$270M	$246M	$286M	$335M	$319M	·	$323M	$333M	$322M	·	$310M
Prepaid Expense	$45M	$30M	$28M	$29M	$32M	$28M	$23M	$28M	$29M	$25M	·	$31M	$34M	$40M	·	$35M
Other Current Assets	$160M	$153M	$115M	$110M	$112M	$109M	$137M	$116M	$148M	$146M	·	$166M	$155M	$132M	·	$132M
Current Assets	$1.52B	$1.46B	$1.58B	$1.53B	$1.45B	$1.36B	$1.27B	$1.35B	$1.30B	$1.24B	·	$1.30B	$1.26B	$1.23B	·	$1.18B
PP&E (Net)	$409M	$403M	$320M	$300M	$297M	$284M	$277M	$274M	$298M	$296M	·	$279M	$282M	$278M	·	$263M
PP&E (Gross)	$817M	$804M	$704M	$667M	$654M	$622M	$597M	$595M	$640M	$632M	·	$587M	$585M	$578M	·	$538M
Accum. Depreciation	$408M	$400M	$385M	$367M	$357M	$339M	$320M	$322M	$342M	$336M	·	$308M	$302M	$300M	·	$275M
Goodwill	$2.54B	$2.54B	$2.24B	$2.23B	$2.24B	$2.16B	$2.13B	$2.22B	$2.29B	$2.30B	$2.34B	$2.28B	$2.39B	$2.43B	$2.41B	$2.33B
Intangibles	$1.00B	$1.03B	$657M	$676M	$706M	$714M	$732M	$782M	$807M	$840M	·	$890M	$933M	$781M	·	$804M
Other Non-current Assets	$147M	$145M	$125M	$126M	$126M	$122M	$141M	$120M	$141M	$126M	·	$169M	$145M	$152M	·	$247M
Total Assets	$5.78B	$5.74B	$5.10B	$5.05B	$5.00B	$4.79B	$4.87B	$5.10B	$4.98B	$4.91B	·	$4.97B	$5.06B	$4.93B	·	$4.87B
Accounts Payable	$186M	$181M	$166M	$145M	$148M	$145M	$121M	$127M	$146M	$133M	·	$144M	$144M	$151M	·	$158M
Current Liabilities	$524M	$544M	$430M	$377M	$355M	$345M	$380M	$384M	$372M	$341M	·	$377M	$378M	$343M	·	$354M
Capital Leases	·	·	$70M	·	·	·	$66M	·	·	·	·	·	·	·	·	·
Deferred Tax	$95M	$110M	$93M	$97M	$102M	$97M	$94M	$106M	$104M	$103M	·	$104M	$115M	$120M	·	$123M
Other Non-current Liabilities	$261M	$254M	$241M	$256M	$258M	$172M	$153M	$198M	$176M	$184M	·	$179M	$183M	$174M	·	$172M
Total Liabilities	$2.96B	$2.99B	$2.41B	$2.38B	$2.36B	$2.26B	$2.48B	$2.64B	$2.59B	$2.57B	·	$2.72B	$2.74B	$2.56B	·	$2.56B
Long-term Debt	·	·	$1.64B	·	·	·	·	·	·	·	·	·	·	·	·	·
Common Stock	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	·	$3M	$3M	$3M	·	$3M
Paid-in Capital	$4.30B	$4.29B	$4.28B	$4.24B	$4.23B	$4.22B	$4.21B	$4.21B	$4.21B	$4.20B	·	$4.20B	$4.19B	$4.19B	·	$4.18B
Retained Earnings	$-811M	$-868M	$-905M	$-891M	$-911M	$-939M	$-1.02B	$-1.05B	$-1.07B	$-1.15B	·	$-1.24B	$-1.19B	$-1.20B	·	$-1.22B
Treasury Stock	$394M	$394M	$394M	$374M	$374M	$354M	$350M	$350M	$349M	$349M	·	$342M	$342M	$342M	·	$300M
AOCI	$-286M	$-293M	$-309M	$-320M	$-318M	$-410M	$-467M	$-372M	$-413M	$-384M	·	$-387M	$-362M	$-297M	·	$-378M
Stockholders' Equity	$2.81B	$2.73B	$2.67B	$2.65B	$2.63B	$2.52B	$2.38B	$2.44B	$2.37B	$2.32B	·	$2.23B	$2.30B	$2.35B	·	$2.29B
Liabilities + Equity	$5.78B	$5.74B	$5.10B	$5.05B	$5.00B	$4.79B	$4.87B	$5.10B	$4.98B	$4.91B	·	$4.97B	$5.06B	$4.93B	·	$4.87B
Shares Outstanding	270,559,274	270,478,926	269,596,952	268,109,428	267,722,822	267,661,545	267,154,474	267,133,844	267,112,209	267,033,078	266,179,100	266,161,069	266,130,782	266,029,479	265,062,533	265,035,526

Cash Flow 16

Quarterly Cash Flow data for ESI
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
D&A	$45M	$42M	$37M	$39M	$38M	$37M	$38M	$39M	$40M	$40M	$42M	$44M	$41M	$39M	$39M	$40M
Stock-based Comp	$13M	$8M	$43M	$4M	$6M	$5M	$3M	$4M	$4M	$4M	$-1M	$3M	$3M	$4M	$5M	$4M
Deferred Tax	$-1M	$2M	$4M	$-9M	$-2M	$-5M	$-6M	$9M	$-37M	$-5M	$-62M	$-11M	$3M	$-400.0K	$11M	$-4M
Amort. of Intangibles	$30M	$28M	$26M	$29M	$28M	$27M	$29M	$29M	$30M	$30M	$31M	$33M	$31M	$30M	$30M	$29M
Other Non-cash	·	$-175M	·	·	·	$-109M	·	·	·	$-37M	·	·	·	$-33M	·	·
Operating Cash Flow	$100M	$-67M	$91M	$100M	$73M	$26M	$139M	$98M	$67M	$58M	$112M	$87M	$81M	$54M	$100M	$127M
CapEx	$28M	$25M	$17M	$16M	$18M	$11M	$22M	$13M	$14M	$19M	$16M	$13M	$14M	$9M	$15M	$11M
Investing Cash Flow	$-29M	$-889M	$-19M	$-18M	$-14M	$338M	$-17M	$-13M	$-21M	$-23M	$-24M	$-12M	$-202M	$-12M	$-13M	$-16M
Debt Issued	$0	$449M	·	·	$0	$0	$1.04B	$0	·	·	$1.15B	$0	·	·	$0	$0
Net Debt Issued	·	$449M	·	·	·	·	·	·	·	·	·	·	·	·	·	·
Stock Repurchased	·	·	$6M	$0	·	·	$0	$0	·	·	$0	$0	$0	$0	$38M	$54M
Net Stock Activity	·	·	·	·	·	·	·	·	·	·	·	·	·	$0	·	·
Dividends Paid	$20M	$20M	$19M	$19M	$19M	$20M	$19M	$19M	$19M	$20M	$19M	$19M	$19M	$19M	$19M	$20M
Financing Cash Flow	$-57M	$508M	$-39M	$-15M	$-39M	$-227M	$-124M	$-28M	$-21M	$-33M	$-133M	$-23M	$127M	$-30M	$-64M	$-82M
Net Change in Cash	$12M	$-449M	$32M	$64M	$31M	$140M	$-17M	$67M	$23M	$-3M	$-40M	$47M	$3M	$13M	$32M	$18M
Free Cash Flow	·	$-92M	·	·	·	$15M	·	·	·	$39M	·	·	·	$44M	·	·

Profitability 8

Quarterly Profitability data for ESI
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Gross Margin	34.2%	38.4%	·	42.2%	42.6%	42.2%	·	41.5%	43.6%	42.6%	·	40.4%	39.0%	39.7%	·	35.9%
Operating Margin	11.6%	13.3%	·	15.4%	15.1%	13.0%	·	14.7%	15.7%	13.5%	·	-0.15%	9.0%	11.6%	·	12.8%
Net Margin	7.9%	6.7%	·	6.0%	7.6%	16.5%	·	6.2%	15.2%	9.7%	·	-5.3%	5.1%	7.5%	·	8.6%
Pretax Margin	10.9%	9.8%	·	8.5%	10.1%	19.5%	·	12.0%	12.1%	12.1%	·	-2.7%	8.2%	10.4%	·	11.3%
EBITDA Margin	11.6%	18.3%	·	15.4%	15.1%	19.3%	·	14.7%	15.7%	20.5%	·	-0.15%	9.0%	18.4%	·	12.8%
ROA	1.4%	1.1%	·	0.77%	0.95%	2.0%	·	0.80%	1.9%	1.1%	·	-0.65%	0.59%	0.86%	·	1.1%
ROE	2.8%	2.1%	·	1.5%	1.9%	4.0%	·	1.7%	4.0%	2.4%	·	-1.4%	1.3%	1.8%	·	2.2%
ROIC	2.9%	2.8%	·	2.7%	2.7%	2.6%	·	2.0%	5.0%	2.7%	·	-0.08%	1.3%	2.0%	·	2.6%

Liquidity & Solvency 2

Quarterly Liquidity & Solvency data for ESI
Metric	Trend	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Current Ratio		2.9	2.7	·	4.1	4.1	3.9	·	3.5	3.5	3.6	·	3.4	3.3	3.6	·	3.3
Quick Ratio		1.7	1.6	·	2.9	2.9	2.8	·	2.2	2.1	2.2	·	2.1	1.9	2.2	·	2.0

Efficiency 3

Quarterly Efficiency data for ESI
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Asset Turnover	0.2	0.2	·	0.1	0.1	0.1	·	0.1	0.1	0.1	·	0.1	0.1	0.1	·	0.1
Inventory Turnover	1.8	1.5	·	1.3	1.2	1.2	·	1.2	1.0	1.0	·	1.1	1.1	1.1	·	1.3
Receivables Turnover	1.6	1.5	·	1.3	1.3	1.3	·	1.4	1.3	1.2	·	1.3	1.2	1.1	·	1.3

Per Share 6

Quarterly Per Share data for ESI
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Book Value / Share	$10.40	$10.11	·	$9.90	$9.81	$9.41	·	$9.13	$8.88	$8.70	·	$8.38	$8.66	$8.85	·	$8.63
Revenue / Share	$4.01	$3.45	·	$2.71	$2.58	$2.44	·	$2.66	$2.53	$2.37	·	$2.48	$2.42	$2.38	·	$2.52
Cash Flow / Share	·	$-0.27	·	·	·	$0.11	·	·	·	$0.24	·	·	·	$0.22	·	·
Cash / Share	$0.70	$0.66	·	$2.22	$1.98	$1.86	·	$1.41	$1.16	$1.07	·	$1.24	$1.06	$1.05	·	$0.88
Dividend / Share	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0
EPS (TTM)	$0.91	$0.99	·	$0.93	$1.16	$1.19	·	$0.66	$0.61	$0.40	·	$0.39	$0.78	$0.89	·	$0.86

Valuation (TTM) 10

Quarterly Valuation (TTM) data for ESI
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue TTM	$3.10B	$2.71B	·	$2.52B	$2.48B	$2.43B	·	$2.43B	$2.37B	$2.33B	·	$2.38B	$2.46B	$2.55B	·	$2.59B
Net Income TTM	$220M	$241M	·	$225M	$279M	$288M	·	$158M	$147M	$97M	·	$94M	$191M	$218M	·	$211M
Market Cap	$12.92B	$9.23B	·	$6.75B	$6.06B	$6.05B	·	$7.26B	$7.24B	$6.67B	·	$5.22B	$5.11B	$5.14B	·	$4.31B
P/E	52.5	34.5	·	27.1	19.5	19.0	·	41.2	44.5	62.5	·	50.3	24.6	21.7	·	18.9
P/S	4.2	3.4	·	2.7	2.4	2.5	·	3.0	3.1	2.9	·	2.2	2.1	2.0	·	1.7
P/B	4.6	3.4	·	2.5	2.3	2.4	·	3.0	3.1	2.9	·	2.3	2.2	2.2	·	1.9
P / Cash Flow	·	-138.7	·	·	·	232.8	·	·	·	114.6	·	·	·	96.0	·	·
P / FCF	·	-100.7	·	·	·	403.5	·	·	·	170.2	·	·	·	115.7	·	·
Earnings Yield	1.9%	2.9%	·	3.7%	5.1%	5.3%	·	2.4%	2.2%	1.6%	·	2.0%	4.1%	4.6%	·	5.3%
Payout Ratio	·	36.1%	·	·	·	20.2%	·	·	·	35.7%	·	·	·	45.1%	·	·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement

	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Revenue	$2.55B	$2.46B	$2.33B	$2.55B	$2.40B
Gross Margin %	42.0%	42.1%	39.4%	37.4%	40.0%
Operating Margin %	13.4%	14.0%	7.4%	12.8%	12.5%
Net Income	$191M	$244M	$118M	$187M	$204M
Diluted EPS	$0.79	$1.01	$0.49	$0.76	$0.82

Balance Sheet

	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Current Ratio	3.7	3.3	3.2	3.5	2.9
Quick Ratio	2.7	2.1	2.0	2.1	2.0

Cash Flow

	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Free Cash Flow	$228M	$294M	$281M	$248M	$280M

Trading Signals Recent buy/sell signals with entry price and risk/reward ratio

BLUECHIP_DIP @ $38.36 RR 2.08 Aug 07

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Institutional owners (13F) 539 filers · $7.1B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter

New positions	Exited positions	Increased	Decreased	Net shares change
105 (-15 vs prior Q)	33 (-8 vs prior Q)	167 (+35 vs prior Q)	169 (+27 vs prior Q)	-8.9M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution	Value	Shares	% of tracked 13F	Type
VANGUARD PORTFOLIO MANAGEMENT LLC	$635,082,974	13,300,167	9.00%	Shares
FMR LLC	$577,752,262	12,099,524	8.19%	Shares
VANGUARD CAPITAL MANAGEMENT LLC	$497,833,096	10,425,824	7.06%	Shares
STATE STREET CORP	$362,565,320	7,592,991	5.14%	Shares
DIMENSIONAL FUND ADVISORS LP	$294,507,793	6,167,702	4.18%	Shares
NEUBERGER BERMAN GROUP LLC	$270,660,667	5,668,286	3.84%	Shares
GEODE CAPITAL MANAGEMENT, LLC	$266,400,066	5,577,953	3.78%	Shares
SILVERCREST ASSET MANAGEMENT GROUP LLC	$180,753,176	3,785,405	2.56%	Shares
Capital World Investors	$179,752,870	3,764,458	2.55%	Shares
LOCUST WOOD CAPITAL ADVISERS, LLC	$168,770,082	3,534,452	2.39%	Shares
Point72 Asset Management, L.P.	$166,780,579	3,492,787	2.36%	Shares
AMERICAN CENTURY COMPANIES INC	$155,620,958	3,259,073	2.21%	Shares
ALLIANCEBERNSTEIN L.P.	$146,798,859	4,299,908	2.08%	Shares
SCOPUS ASSET MANAGEMENT, L.P.	$143,601,727	3,007,366	2.04%	Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$120,571,329	2,525,054	1.71%	Shares
Clearbridge Investments, LLC	$119,495,570	2,502,525	1.69%	Shares
JENNISON ASSOCIATES LLC	$104,866,498	2,196,157	1.49%	Shares
Holocene Advisors, LP	$102,037,453	2,136,910	1.45%	Shares
ROYCE & ASSOCIATES LP	$92,234,903	1,931,621	1.31%	Shares
Balyasny Asset Management L.P.	$84,018,608	1,759,552	1.19%	Shares
Gates Capital Management, Inc.	$76,949,077	1,611,499	1.09%	Shares
Quantinno Capital Management LP	$74,226,422	1,554,480	1.05%	Shares
VANGUARD FIDUCIARY TRUST CO	$69,387,674	1,453,145	0.98%	Shares
SEGALL BRYANT & HAMILL, LLC	$69,291,219	1,451,125	0.98%	Shares
Gotham Asset Management, LLC	$65,802,461	1,378,062	0.93%	Shares
VICTORY CAPITAL MANAGEMENT INC	$63,733,453	1,334,732	0.90%	Shares
Artemis Investment Management LLP	$54,777,941	1,147,182	0.78%	Shares
EVENTIDE ASSET MANAGEMENT, LLC	$54,683,181	1,149,055	0.78%	Shares
FIRST TRUST ADVISORS LP	$52,684,819	1,103,347	0.75%	Shares
Divisadero Street Capital Management, LP	$48,765,929	1,021,276	0.69%	Shares
Southpoint Capital Advisors LP	$47,750,000	1,000,000	0.68%	Shares
GLENVIEW CAPITAL MANAGEMENT, LLC	$47,491,147	994,579	0.67%	Shares
LONDON CO OF VIRGINIA	$46,920,761	984,974	0.67%	Shares
Capital International Investors	$45,434,173	951,501	0.64%	Shares
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	$40,324,780	844,498	0.57%	Shares
ENVESTNET ASSET MANAGEMENT INC	$39,040,163	817,595	0.55%	Shares
Public Sector Pension Investment Board	$37,566,692	786,737	0.53%	Shares
SCHRODER INVESTMENT MANAGEMENT GROUP	$37,187,743	803,191	0.53%	Shares
OBERWEIS ASSET MANAGEMENT INC/	$35,339,775	740,100	0.50%	Shares
Oribel Capital Management, LP	$31,104,350	651,400	0.44%	Shares
GOLDMAN SACHS GROUP INC	$30,313,419	634,836	0.43%	Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$29,170,000	610,894	0.41%	Shares
Clark Capital Management Group, Inc.	$27,490,951	575,727	0.39%	Shares
Woodline Partners LP	$26,813,822	561,546	0.38%	Shares
RAYMOND JAMES FINANCIAL INC	$26,549,550	556,012	0.38%	Shares
JANE STREET GROUP, LLC	$25,904,375	542,500	0.37%	Call option
Beck Bode, LLC	$25,870,011	541,780	0.37%	Shares
California Public Employees Retirement System	$24,531,372	513,746	0.35%	Shares
Portolan Capital Management, LLC	$22,404,921	469,213	0.32%	Shares
MILLENNIUM MANAGEMENT LLC	$22,387,874	468,856	0.32%	Shares
Swiss National Bank	$22,174,575	464,389	0.31%	Shares
PEREGRINE CAPITAL MANAGEMENT LLC	$21,647,176	453,344	0.31%	Shares
RHUMBLINE ADVISERS	$21,054,898	440,941	0.30%	Shares
AQR CAPITAL MANAGEMENT LLC	$20,930,055	443,339	0.30%	Shares
WELLINGTON MANAGEMENT GROUP LLP	$20,200,972	423,057	0.29%	Shares
BlackRock, Inc.	$19,719,938	412,983	0.28%	Shares
Corient Private Wealth LP	$19,673,910	412,019	0.28%	Shares
STATE OF WISCONSIN INVESTMENT BOARD	$19,579,649	410,045	0.28%	Shares
AMERIPRISE FINANCIAL INC	$19,194,688	401,983	0.27%	Shares
ExodusPoint Capital Management, LP	$18,233,003	381,843	0.26%	Shares
Impax Asset Management Group plc	$17,521,672	366,946	0.25%	Shares
First Eagle Investment Management, LLC	$17,505,150	366,600	0.25%	Shares
DDD Partners, LLC	$17,311,906	362,553	0.25%	Shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$17,044,199	251,681	0.24%	Shares
Legal & General Group Plc	$16,822,040	352,294	0.24%	Shares
Appian Way Asset Management LP	$16,382,448	650,872	0.23%	Shares
Fenimore Asset Management Inc	$16,127,945	337,758	0.23%	Shares
COOKSON PEIRCE & CO INC	$16,003,365	335,149	0.23%	Shares
NEW YORK STATE COMMON RETIREMENT FUND	$14,999,946	314,135	0.21%	Shares
BARROW HANLEY MEWHINNEY & STRAUSS LLC	$14,629,072	306,368	0.21%	Shares
Swedbank AB	$14,420,500	302,000	0.20%	Shares
BANK OF AMERICA CORP /DE/	$13,321,821	278,991	0.19%	Shares
PRUDENTIAL FINANCIAL INC	$13,160,998	275,623	0.19%	Shares
VOYA INVESTMENT MANAGEMENT LLC	$12,737,790	266,760	0.18%	Shares
CASTLEARK MANAGEMENT LLC	$12,589,001	263,644	0.18%	Shares
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$12,183,556	255,153	0.17%	Shares
LOOMIS SAYLES & CO L P	$11,490,035	240,629	0.16%	Shares
MACKENZIE FINANCIAL CORP	$11,369,370	238,102	0.16%	Shares
VANGUARD ASSET MANAGEMENT, Ltd	$10,867,470	227,591	0.15%	Shares
Squarepoint Ops LLC	$10,728,422	224,679	0.15%	Shares
Parkside Investments, LLC	$10,681,930	223,705	0.15%	Shares
Weiss Asset Management LP	$10,582,689	221,627	0.15%	Shares
Moody Aldrich Partners LLC	$10,572,948	221,423	0.15%	Shares
CITADEL ADVISORS LLC	$10,533,889	220,605	0.15%	Shares
Jain Global LLC	$10,287,212	215,439	0.15%	Shares
Granite Investment Partners, LLC	$10,148,833	212,541	0.14%	Shares
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$9,972,874	208,856	0.14%	Shares
SCOPUS ASSET MANAGEMENT, L.P.	$9,550,000	200,000	0.14%	Put option
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	$9,348,590	273,831	0.13%	Shares
BW Gestao de Investimentos Ltda.	$8,837,570	185,080	0.13%	Shares
IRIDIAN ASSET MANAGEMENT LLC/CT	$8,819,521	184,702	0.13%	Shares
Rokos Capital Management LLP	$8,421,238	176,361	0.12%	Shares
Bank of New York Mellon Corp	$8,399,559	175,907	0.12%	Shares
Connor, Clark & Lunn Investment Management Ltd.	$8,362,505	175,131	0.12%	Shares
INTRINSIC EDGE CAPITAL MANAGEMENT LLC	$8,265,430	173,098	0.12%	Shares
EXCHANGE TRADED CONCEPTS, LLC	$8,257,646	172,935	0.12%	Shares
STIFEL FINANCIAL CORP	$8,193,865	171,598	0.12%	Shares
Universal- Beteiligungs- und Servicegesellschaft mbH	$7,761,333	162,541	0.11%	Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$7,734,641	161,982	0.11%	Shares
Blue Zone Wealth Advisors, LLC	$7,701,932	161,297	0.11%	Shares

Company insiders 15 insiders · 9 officers · 6 directors

Insider	Role	Last activity	Shares owned	Sells 12m	Net 12m
Rakesh Sachdev	Chief Executive Officer	March 25, 2016 A	—	0	$0
LEEVER DANIEL H	CEO	May 4, 2015 S	200,000	0	$0
Sanjiv Khattri	Chief Financial Officer	March 25, 2016 A	5,000	0	$0
Frank Monteiro	CFO	April 6, 2015 A	11,329	0	$0
Wayne M. Hewett	President	April 2, 2015 A	—	0	$0
Benjamin Gliklich	Chief Operating Officer	March 25, 2016 A	8,760	0	$0
Robert L. Worshek	Chief Accounting Officer	March 25, 2016 A	—	0	$0
John L Cordani	VP - Legal and Secretary	March 25, 2016 A	—	0	$0
Benjamin Foulk	Senior VP, Human Resources	April 6, 2015 A	—	0	$0
Sir Martin E. Franklin	Director	Aug. 13, 2025 J	0	0	$0
Michael F Goss	Director	March 25, 2015 A	4,621	0	$0
Stanley E Oneal	Director	March 25, 2015 A	272,698	0	$0
Ian G.H. Ashken	Director	March 20, 2015 J	121,555	0	$0
Stanhope Investments	10% owner	Nov. 24, 2014 S	16,211,408	0	$0
John Edward Capps	—	Sept. 18, 2025 M	609,790	1	$-2,079,333

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 6 positions

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer	Filed	Stake	Status	Purpose	Filing
Martin E. Franklin, Martin E. Franklin Revocable Trust, MEF Holdings, LLLP, MEF Holdings II, LLLP, Ian G.H. Ashken, Tasburgh, LLC, Nancy and Ian Ashken Investment Trust LLLP (f/k/a IGHA Holdings, LLLP) ×8 filings	March 23, 2026	4.60%	Amendment	—	SEC
Pershing Square Capital Management, L.P., PS Management GP, LLC, William A. Ackman ×6 filings	Feb. 5, 2019	—	Initial filing	Board campaign	SEC
Berggruen Holdings Ltd, Nicolas Berggruen Charitable Trust	Dec. 19, 2017	—	Initial filing	—	SEC
Mariposa Acquisition, LLC, Martin E. Franklin Revocable Trust, Martin E. Franklin ×5 filings	March 20, 2015	—	Initial filing	—	SEC
Tartan Holdings, LLC, Daniel H. Leever ×2 filings	Jan. 14, 2015	—	Initial filing	—	SEC
Berggruen Acquisition Holdings IV Ltd., Berggruen Holdings Ltd, Nicolas Berggruen Charitable Trust	Jan. 2, 2015	—	Initial filing	—	SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 95 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund	Weight	Units	As of	Source
ADPV · Series Portfolios Trust	4.20%	169,020 NS	April 30, 2026	N-PORT
FMTM · EA Series Trust	3.47%	94,800 NS	April 30, 2026	N-PORT
PJFM · PGIM ETF Trust	2.77%	10,879 NS	May 29, 2026	N-PORT
ALIL · EA Series Trust	2.75%	16,607 NS	May 29, 2026	N-PORT
FXZ · First Trust Exchange-Traded AlphaDE…	1.98%	178,524 NS	April 30, 2026	N-PORT
AMID · EA Series Trust	1.73%	42,863 NS	May 29, 2026	N-PORT
MMID · MFS Active Exchange Traded Funds Tr…	1.64%	13,167 NS	May 31, 2026	N-PORT
ESSC · Strategy Shares	1.16%	7,031 NS	April 30, 2026	N-PORT
GSC · Goldman Sachs ETF Trust	1.01%	59,901 NS	May 31, 2026	N-PORT
FFSM · FIDELITY COVINGTON TRUST	0.94%	285,540 NS	April 30, 2026	N-PORT
CGMM · Capital Group Equity ETF Trust I	0.76%	499,013 NS	May 31, 2026	N-PORT
SDVD · First Trust Exchange-Traded Fund IV	0.69%	135,936 NS	April 30, 2026	N-PORT
LSEQ · Harbor ETF Trust	0.69%	2,482 NS	April 30, 2026	N-PORT
FMAT · FIDELITY COVINGTON TRUST	0.63%	88,861 NS	April 30, 2026	N-PORT
JPME · J.P. Morgan Exchange-Traded Fund Tr…	0.53%	54,182 NS	April 30, 2026	N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund Tr…	0.46%	47,592 NS	April 30, 2026	N-PORT
SAA · ProShares Trust	0.43%	2,722 NS	May 31, 2026	N-PORT
BKSE · BNY Mellon ETF Trust	0.43%	8,091 NS	April 30, 2026	N-PORT
AFMC · First Trust Exchange-Traded Fund VI…	0.29%	10,937 NS	May 31, 2026	N-PORT
FNDA · SCHWAB STRATEGIC TRUST	0.28%	588,461 NS	May 31, 2026	N-PORT
APUE · Trust for Professional Managers	0.23%	139,340 NS	May 31, 2026	N-PORT
DFAS · Dimensional ETF Trust	0.23%	761,645 NS	April 30, 2026	N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS	0.23%	40,643 NS	May 31, 2026	N-PORT
FSMD · FIDELITY COVINGTON TRUST	0.21%	118,641 NS	April 30, 2026	N-PORT
SCHA · SCHWAB STRATEGIC TRUST	0.20%	1,093,843 NS	May 31, 2026	N-PORT
HDUS · Lattice Strategies Trust	0.20%	8,424 NS	April 30, 2026	N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr…	0.19%	88,663 NS	April 30, 2026	N-PORT
DFSV · Dimensional ETF Trust	0.14%	240,251 NS	April 30, 2026	N-PORT
NBCR · Neuberger Berman ETF Trust	0.13%	27,409 NS	May 31, 2026	N-PORT
DFAT · Dimensional ETF Trust	0.13%	416,336 NS	April 30, 2026	N-PORT
DEUS · DBX ETF Trust	0.08%	5,063 NS	May 29, 2026	N-PORT
DFSU · Dimensional ETF Trust	0.08%	37,329 NS	April 30, 2026	N-PORT
DFUV · Dimensional ETF Trust	0.06%	209,723 NS	April 30, 2026	N-PORT
DFAC · Dimensional ETF Trust	0.05%	491,271 NS	April 30, 2026	N-PORT
DXUV · Dimensional ETF Trust	0.04%	3,912 NS	April 30, 2026	N-PORT
DCOR · Dimensional ETF Trust	0.03%	23,782 NS	April 30, 2026	N-PORT
GVUS · Goldman Sachs ETF Trust	0.03%	2,712 NS	May 31, 2026	N-PORT
TILT · FlexShares Trust	0.02%	11,242 NS	April 30, 2026	N-PORT
FNDB · SCHWAB STRATEGIC TRUST	0.02%	6,112 NS	May 31, 2026	N-PORT
DFAU · Dimensional ETF Trust	0.02%	49,365 NS	April 30, 2026	N-PORT
DFUS · Dimensional ETF Trust	0.02%	71,623 NS	April 30, 2026	N-PORT
SCHK · SCHWAB STRATEGIC TRUST	0.01%	18,607 NS	May 31, 2026	N-PORT
GUSA · Goldman Sachs ETF Trust II	0.01%	7,607 NS	May 31, 2026	N-PORT
SCHB · SCHWAB STRATEGIC TRUST	0.01%	137,619 NS	May 31, 2026	N-PORT
EBI · RBB Fund Trust	0.01%	1,930 NS	May 31, 2026	N-PORT
MSLC · MORGAN STANLEY PATHWAY FUNDS	0.01%	8,583 NS	May 31, 2026	N-PORT
AVSU · AMERICAN CENTURY ETF TRUST	0.01%	836 NS	May 31, 2026	N-PORT
AVLC · AMERICAN CENTURY ETF TRUST	0.00%	341 NS	May 31, 2026	N-PORT
VXF · VANGUARD INDEX FUNDS	—	—	July 15, 2026	Daily
VB · VANGUARD INDEX FUNDS	—	—	July 15, 2026	Daily
VBR · VANGUARD INDEX FUNDS	—	—	July 15, 2026	Daily
VTI · VANGUARD INDEX FUNDS	—	—	July 15, 2026	Daily
VFMO · VANGUARD WELLINGTON FUND	—	—	July 30, 2026	Daily
VGHY · VANGUARD FIXED INCOME SECURITIES FU…	—	—	July 15, 2026	Daily
VCRB · VANGUARD MALVERN FUNDS	—	—	July 15, 2026	Daily
VPLS · VANGUARD MALVERN FUNDS	—	—	July 15, 2026	Daily
VSDB · VANGUARD MALVERN FUNDS	—	—	July 15, 2026	Daily
VGMS · VANGUARD MALVERN FUNDS	—	—	July 15, 2026	Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	—	—	July 15, 2026	Daily
VIOO · VANGUARD ADMIRAL FUNDS	—	—	July 15, 2026	Daily
VIOG · VANGUARD ADMIRAL FUNDS	—	—	July 30, 2026	Daily
VIOV · VANGUARD ADMIRAL FUNDS	—	—	July 15, 2026	Daily
VONE · VANGUARD SCOTTSDALE FUNDS	—	—	July 15, 2026	Daily
VONV · VANGUARD SCOTTSDALE FUNDS	—	—	July 15, 2026	Daily
VTHR · VANGUARD SCOTTSDALE FUNDS	—	—	July 15, 2026	Daily
IJR · iShares Trust	—	—	Aug. 10, 2026	Daily
IJT · iShares Trust	—	—	Aug. 17, 2026	Daily
IJS · iShares Trust	—	—	Aug. 10, 2026	Daily
ITOT · iShares Trust	—	—	July 22, 2026	Daily
IWS · iShares Trust	—	—	Aug. 18, 2026	Daily
IWR · iShares Trust	—	—	Aug. 7, 2026	Daily
IWV · iShares Trust	—	—	Aug. 18, 2026	Daily
IWD · iShares Trust	—	—	Aug. 14, 2026	Daily
IWB · iShares Trust	—	—	Aug. 18, 2026	Daily
SMMD · iShares Trust	—	—	Aug. 18, 2026	Daily
XJR · iShares Trust	—	—	Aug. 18, 2026	Daily
PRF · Invesco Exchange-Traded Fund Trust	—	—	July 13, 2026	Daily
PYZ · Invesco Exchange-Traded Fund Trust	—	—	July 13, 2026	Daily
OMFL · Invesco Exchange-Traded Self-Indexe…	—	—	July 13, 2026	Daily
BSJS · Invesco Exchange-Traded Self-Indexe…	—	—	Aug. 14, 2026	Daily
VAW · VANGUARD WORLD FUND	—	—	July 20, 2026	Daily
ESGV · VANGUARD WORLD FUND	—	—	July 30, 2026	Daily
IYM · iShares Trust	—	—	Aug. 17, 2026	Daily
IYY · iShares Trust	—	—	Aug. 7, 2026	Daily
ISCB · iShares Trust	—	—	July 21, 2026	Daily
ISCG · iShares Trust	—	—	July 21, 2026	Daily
SMLF · iShares Trust	—	—	Aug. 10, 2026	Daily
ISCF · iShares Trust	—	—	July 20, 2026	Daily
ESML · iShares Trust	—	—	Aug. 14, 2026	Daily
WSML · iShares Trust	—	—	July 20, 2026	Daily
PSCM · Invesco Exchange-Traded Fund Trust …	—	—	Aug. 7, 2026	Daily
DWAS · Invesco Exchange-Traded Fund Trust …	—	—	July 20, 2026	Daily
EQAL · Invesco Exchange-Traded Fund Trust …	—	—	July 20, 2026	Daily
RWJ · Invesco Exchange-Traded Fund Trust …	—	—	July 28, 2026	Daily
QVMS · Invesco Exchange-Traded Fund Trust …	—	—	July 28, 2026	Daily

About Element Solutions Inc. Common Stock Company overview from Wikipedia

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My Metrics Your personal watchlist — selected rows from Full Fundamentals

Institutional owners (13F) 539 filers · $7.1B total · As of June 30, 2026

Company insiders 15 insiders · 9 officers · 6 directors

Activists & 5%+ owners 6 positions

ETF ownership Held by 95 ETFs